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SPYM

State Street SPDR Portfolio S&P 500 ETF
SPYM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
StoneCrest Wealth Management
Arizona
$10.2M +$675K +8,486 +7%
NGA
427
Naples Global Advisors
Florida
$10.2M +$290K +3,642 +3%
BSG
428
Black Swift Group
Colorado
$10.2M +$371K +4,669 +4%
PVI
429
Pine Valley Investments
New Jersey
$10.2M +$334K +4,194 +3%
BBPWM
430
Blue Bell Private Wealth Management
Pennsylvania
$9.96M +$287K +3,608 +3%
SA
431
Strategic Advisors
New York
$9.9M +$757K +9,513 +8%
FZCM
432
Flynn Zito Capital Management
New York
$9.85M -$1.75K -22 -0%
TPBG
433
Turning Point Benefit Group
Maryland
$9.79M -$1.35M -16,969 -12%
OC
434
Optima Capital
Oregon
$9.78M +$9.01M +113,258 +1,315%
JF
435
Jump Financial
Illinois
$9.76M +$9.67M +121,614 New
MFWP
436
Mosaic Family Wealth Partners
Missouri
$9.74M +$9.17M +115,286 +1,863%
BWFA
437
Baltimore-Washington Financial Advisors
Maryland
$9.66M -$1.26M -15,896 -12%
ULWM
438
Upper Left Wealth Management
Florida
$9.66M +$665K +8,364 +7%
EWA
439
EP Wealth Advisors
California
$9.66M +$9.57M +120,364 New
CWA
440
Clarus Wealth Advisors
Arizona
$9.63M -$44.1K -554 -0.5%
GWANC
441
Guardian Wealth Advisors (North Carolina)
North Carolina
$9.63M +$663K +8,332 +7%
AA
442
Alesco Advisors
New York
$9.58M +$1.85M +23,306 +24%
CRFG
443
Columbia River Financial Group
Washington
$9.57M -$535K -6,724 -5%
AF
444
Apollon Financial
South Carolina
$9.57M -$784K -9,854 -8%
WCM
445
Wealthcare Capital Management
Virginia
$9.54M +$1.11M +13,920 +13%
TVWM
446
Tower View Wealth Management
Wisconsin
$9.53M +$578K +7,271 +7%
BOC
447
Bull Oak Capital
California
$9.49M -$240K -3,016 -2%
AWMNH
448
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.41M -$30.7K -386 -0.3%
CAM
449
Cobblestone Asset Management
Virginia
$9.38M -$135K -1,702 -1%
GSWM
450
Golden State Wealth Management
California
$9.35M +$305K +3,830 +3%
16 17
18
19 20